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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,296 | $107,733+198.2% | $92,985+245.5% | $154,746+107.6% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 16.98% | 30.39%-13.4pp | 27.99%-11.0pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,362 | $5,053+85.3% | $4,377+113.9% | $6,730+39.1% |
| Admin fee / account holder | $2,496 | $11,369-78.0% | $9,463-73.6% | $14,365-82.6% |